Flagship Wealth Advisors’s American Express AXP Stock Holding History

Flagship Wealth Advisors’s Portfolio AXP Stock Details AXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$163K	Sell	511 -484	-49%	-$162K	0.07%	116
2025 Q4	$368K	Buy	995 +464	+87%	+$166K	0.11%	92
2025 Q3	$176K	Sell	531 -505	-49%	-$161K	0.06%	130
2025 Q2	$331K	Hold	1,036	–	–	0.12%	85
2025 Q1	$279K	Hold	1,036	–	–	0.12%	91
2024 Q4	$308K	Buy	+1,036	New	+$298K	0.18%	72

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Flagship Wealth Advisors's AXP Position: Q1 2026 in Review

Flagship Wealth Advisors reduced its American Express (AXP) stake by 49% in Q1 2026, selling an estimated $162K and leaving 511 shares worth $163K. The position accounts for 0.07% of the portfolio, ranked #116.

Flagship Wealth Advisors first reported a position in AXP in Q4 2024 and has held it in 6 quarters since. The position peaked at $368K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Flagship Wealth Advisors held 511 shares of American Express worth $163K as of Q1 2026.
Flagship Wealth Advisors sold 484 American Express shares in Q1 2026, an estimated $162K.
American Express made up 0.07% of Flagship Wealth Advisors's portfolio in Q1 2026, its #116 holding.
Flagship Wealth Advisors first reported a position in American Express in Q4 2024 and has held it in 6 quarters since.
Flagship Wealth Advisors's American Express position peaked at $368K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.